BankPlus Wealth Management LLC

Position in ARCC — Ares Capital Corp

CIK 2051117 JACKSON, MS

Position in ARCC

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$432,397

+$26,353 QoQ

Shares Held

23,335

+3.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#414

of 780 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BankPlus Wealth Management LLC holds $1,374,618 across 4 Asset Management names. ARCC ranks #2 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	3,854	$453,500
2	ARCC	Ares Capital Corp This page	23,335	$432,397
3	BLK	BlackRock, Inc.	419	$402,893
4	JPC	Nuveen Preferred & Income Opportunities Fund	10,892	$85,828

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$432,397	23,335	+3.6%	Shares	Sole	2026-07-20
2026-03-31	$406,044	22,533	+3.9%	Shares	Sole	2026-04-22
2025-12-31	$438,667	21,684	-1.3%	Shares	Sole	2026-02-04
2025-09-30	$448,244	21,962	+6.8%	Shares	Sole	2025-10-30
2025-06-30	$451,651	20,567	+3.8%	Shares	Sole	2025-07-16
2025-03-31	$438,967	19,809	+2.5%	Shares	Sole	2025-04-25
2024-12-31	$422,849	19,317	—	Shares	Sole	2025-01-22
No filing history on record for this holder in this stock.